Coreen
Woehl
Cuso Financial Services, L.P
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About this Advisor
Coreen Woehl is a financial advisor working in Citrus Heights, California with a total of 1 year of relevant experience. Woehl is on the advisory team at Cuso Financial Services, L.P. Over the course of their career, Woehl has held roles at Cuso Financial Services, Lp, Patelco Credit Union, Lulu Carpenters, Atria Tamalpais Creek, Marin Coffee Roaster, Cinemark, Full Time Education and Perfect Timing Personnel Services. Woehl has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in California. Cuso Financial Services, L.P is a financial advisory business operating out of San Diego, CA. It has offices in 977 locations and a total of 803 financial advisors. It handles $4 billion in assets across its 25,992 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 13 charitable organizations. Of its 25,992 accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types charged by Cuso Financial Services, L.P most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,082,797,608
803
25,992
$157,079
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Coreen Woehl Work History
Coreen has been registered as a financial advisor for 1 years.*
Cuso Financial Services, Lp
Patelco Credit Union
Patelco Credit Union
Perfect Timing Personnel Services
Lulu Carpenters
Marin Coffee Roaster
Full Time Education
Atria Tamalpais Creek
Full Time Education
Cinemark
Full Time Education
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Coreen Woehl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cuso Financial Services, L.P
San Diego, CA
Mason, OH
Los Angeles, CA
Orange Park, FL
San Diego, CA
Quincy, MA
Honolulu, HI
Riverside, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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